Episode 35: The Three Legged Stool
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the retirement planning concept of the Three Legged Stool
Trading Securities – Going Beyond a Simple Buy or Sell Order
Jarrett B. Topel | Blog LinkWhen it comes to buying and selling securities most people assume that there is really just one way to do so. You can click “buy” or click... Read More »
Episode 34: The Secure Act
Jarrett B. Topel | Podcast LinkIn this episode we discuss the provisions of The Secure Act
Per Capita vs. Per Stirpes
Gavin L. DiStasi | Blog LinkMuch has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement... Read More »
Episode 33: The Charles Schwab - TD Ameritrade Merger
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade
New Year’s Financial Resolutions
Jarrett B. Topel | Blog LinkAs we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to talk about New Year’s resolutions. Despite the... Read More »
Episode 32: Charitable Giving Age 70 1/2
Jarrett B. Topel | Podcast LinkIn this episode we discuss charitable giving strategies once you reach age 70 1/2
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- July 17, 2021
"Buy, borrow, die: how rich Americans live off their paper wealth - The Wall Street Journal https://t.co/UKUmbXeSe5"
- July 16, 2021
"Remote work is destroying the world’s most remote destinations - Business Insider https://t.co/zuCm6xW0tN"
- July 16, 2021
"The way Fed chair Jerome Powell is talking about inflation seems to be evolving - Axios https://t.co/hSr0NkTJ2w"
- July 14, 2021
"Fed Chairman Powell: Next six months critical for inflation - Yahoo Finance https://t.co/ls5ms0dA7y"
- July 13, 2021
"Pandemic-driven hunger is making the world more unequal - The Washington Post https://t.co/cur8GnVemb"
- July 08, 2021
"Oil prices are in turmoil right now. Here are 5 things you need to know. - NPR https://t.co/Vwq5C4onBO"
- July 07, 2021
"Mortgage applications sink to their lowest level since before the pandemic hit - CNBC https://t.co/aAFwElibc3"
- July 04, 2021
"The land that ambition forgot – Europe is now a corporate also-ran. Can it recover its footing? https://t.co/BhR6IERwlZ"
- July 03, 2021
"Wealth, class and remote work reshape California's new boomtowns as people flee big cities - Los Angeles Times https://t.co/JnwVLHzqEW"
- June 30, 2021
"Joe Biden's stock market is way ahead of Wall Street expectations
https://t.co/JJlCc83TvI"
https://t.co/JJlCc83TvI"